Kevin P. Greig, CPA
Financial, Retirement & Income Tax Planning
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The process of financial planning is much broader than investment management and even wealth management.  True financial planning involves managing all matters concerning your financial well being. 

Developing a successful financial plan is a dynamic process that employs four key elements:
  1. Reviewing your current financial position.
  2. Setting financial goals.
  3. Implementing the financial plan.
  4. Monitoring the financial plan.

By creating a proper plan to achieve financial independence, you can experience a wealth of opportunities, which means you can:
  • Go to work because you want to, not because you have to.
  • Do what you want, when you want.
  • Maximize the tasks you enjoy, and minimize those you don't.


Kevin P. Greig, CPA -- 3345 Rosemont Way -- Eugene, OR  97401 -- 541.915.4636 --  [email protected]
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